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Marketing Plan
The Casey Agency
I. Company Description
The Casey Agency was founded in 1979 by Daniel J. Casey in Roselle, Illinois. When the agency was first started it offered Property and Casualty Insurance. In 1988 Daniel earned his Series 6 and Series 63 licenses, allowing the agency to offer investment and variable products to our clients. The agency is contracted with “A” or better rated insurance carriers to provide our clients the unique opportunity of comparative pricing between carriers, without having to switch from an agency that they already trust.
In 2006 Christina Casey joined the agency and assisted in marketing and servicing until she acquired her Property, Casualty, Life, and Health licenses in 2007. As Dan’s clients needs have progressed he has worked to keep up with knowledge that can be beneficial to assisting his clients. Dan has taken a special interest in helping his clients plan for their future, and specializes in retirement planning.
Currently, the agency has evolved to offer Property, Casualty, Life, Health, and Commercial Insurance as well as offering about 66 different mutual fun families to our clients as well as many other variable products.
II. Business Mission
The Casey Agency’s mission is the marketing, sales, and service of insurance and investment products to individuals and companies, while incorporating a company value of personalized, informative, and old fashioned customer service.
III. Objectives
Through the use of marketing we expect the growth of a successful and profitable book of business through the promotion of The Casey Agency as a reputable, depe ...